Ambi for IT services
The CRM for IT services teams that fills itself in.
Ambi reads your team's email and calls and keeps every RFP, SOW, partner referral and renewal current, with the sentence behind each change. Your consultants sell and deliver; the CRM keeps up on its own.
Laura Bennett, Procurement, Crestview Retail: "Addendum 2 is attached. Proposals are now due Nov 20, and please answer the two new security questions." Ambi updates the Crestview Retail deal: stage Proposal, amount $240,000, Close date Nov 20, 2026, Task Answer 2 security questions, Contact Laura Bennett, Procurement.
Where the CRM breaks in IT services.
The work happens in email and on calls. The CRM finds out late, or never.
- 01
The RFP lives in five inboxes
Questions, addenda and due dates arrive by email to whoever the client wrote to. The deal record learns about them last, if at all.
- 02
Partner referrals go cold
A Microsoft or AWS account exec sends an intro, someone replies, and nobody logs who referred it or what was promised back.
- 03
SOW changes never reach the forecast
Scope grows in a thread, a change request is agreed on a call, and the amount in the CRM is still the first estimate.
A day with Ambi in IT services.
Example: a day at a 60-person Microsoft and AWS consultancy. Names and companies are made up; every step is something Ambi does today.
- 8:15 AMEmail to deal update
The RFP addendum is already on the deal
The client's procurement team moved the due date and added two questions. Ambi updated the close date and created tasks for both answers, each with the email line.
- 10:40 AMEmail to deal update
A partner intro becomes a deal
An AWS account exec introduced a CTO. Ambi created the company and deal, set the source to the partner and noted the follow-up the AE asked for.
- 2:00 PMQuotes and SOWs
The SOW drafts itself from the thread
Scope, timeline and roles come from what the client asked for, built on your past SOWs. The owner reviews it before it goes out.
- 5:30 PMDrafted follow-ups
Renewals that need a nudge
Three renewals with no reply in 10 business days, each with a follow-up drafted in the account manager's voice.
Find your next customers.
Describe the companies you want in one sentence. Ambi researches each one, finds two right people with verified work emails, and drafts the campaign in your voice. Nothing goes out until you approve it.
How prospecting works- Runs on Salesforce, Dynamics or ServiceNowFind companies on the platforms your team implements, from their sites and job posts.
- Hiring the roles you'd replaceOpen roles for admins, architects or data engineers often mean a project is coming.
- Growing headcount in your regionFilter by location and company size, so the list matches the accounts your team can serve.
Your stages and fields, not a generic template.
When we move your data across, we map the stages and fields your team already uses. A typical setup:
Typical stages
- Lead
- Qualify
- Proposal or RFP
- SOW
- Approved
- Won
- Renewal
Fields Ambi keeps filled in
- Partner source (AWS, Microsoft, Salesforce)
- RFP due date
- SOW version
- Change requests
- Renewal date
- Practice
Works with the tools you already use
- Outlook
- Gmail
- Microsoft Teams
- Zoom
- Slack
- DocuSign
- QuickBooks
- Zapier
Some connections are being added now. Ask on the demo which ones are live for your team. How mailbox access works.
Questions from IT services teams
Can Ambi track which partner referred a deal?
Yes. When an intro comes from a partner's account exec, Ambi records the partner as the source and keeps the referral thread on the deal.
Does Ambi write our SOWs?
Ambi drafts the scope, timeline and commercials from the client's thread and your past SOWs. The deal owner reviews and approves the draft before anything is sent.
How are change requests handled?
When a client agrees extra scope in an email or on a call, Ambi updates the amount and logs the change with the quote. Bigger moves wait for the owner's click.
Can each consultant keep their own mailbox private?
Yes. Each person connects their own mailbox, and nobody, including admins, can read anyone else's mail. Ambi shares the deal updates, not the inbox.
See Ambi on your own pipeline.
Thirty minutes. We connect a test mailbox, run Ambi on real threads and show you what it would have done this week.